What does an analyst do in an investment bank?

Question

Zippia Team · Accepted Answer

An analyst in an investment bank does work to evaluate and research investment opportunities to find the investment that best meets the goals of their corporate clients. Typical duties include examining industry research, building financial valuation models, and producing investment presentation materials.

Investment banking analysts are grouped into industry-specific finance, healthcare, manufacturing, or emerging markets.

Regardless of the category, there is considerable overlap in their day-to-day responsibilities. The three main duties of an investment banker include: examining industry research, building financial valuation models, and producing investment presentation materials.

Examining Industry Research: a large part of their day typically involves talking to company executives and investors to build cases for or against investments.
Building Financial Valuation Models: Analytical thinking and database software programs such as Excel or SQL are needed when working with online spreadsheets and investment models is vital for an investment analyst.
This can include tracking financial trends, isolating business and revenue cycles, and gauging performance in increasingly competitive global markets.
Producing Investment Presentation Materials: Being a strong communicator for both retail and institutional investment banking audiences is an essential part of the job.
This includes researching, writing, and editing research reports, status reports, PowerPoint presentations, briefing books, and even pitching books for new initial public offerings.